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Feature Details
Module: Project management and accounting
First Available In 10.0.40
Find out more at https://aka.ms/ProjBudgetManagementFeatureLifecycle State: Can Be Disabled:
First Available In 10.0.40
Find out more at https://aka.ms/ProjBudgetManagementFeatureLifecycle State: Can Be Disabled:
Content Author Info
The project budget management feature introduces the capability to copy budget lines into forecast tables, as an alternative to the current default of using estimate lines. With this feature, CE/Dataverse serves as the master for project budget management. The budget, essentially an approved estimate snapshot, becomes non-editable unless revised in CE/Dataverse. This ensures more controlled changes to the budget and tracks forecast changes as well. Switching between estimate-based forecasts and budget-based forecasts will overwrite previously transferred forecasts for a project.